Delos Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Delos Wealth Advisors’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.56M	Buy	38,361 +4,256	+12%	+$404K	2.04%	18
2025 Q4	$3.21M	Buy	34,105 +1,494	+5%	+$141K	2.12%	18
2025 Q3	$3.1M	Buy	32,611 +3,717	+13%	+$348K	2.09%	18
2025 Q2	$2.71M	Sell	28,894 -2,409	-8%	-$222K	2.11%	19
2025 Q1	$2.93M	Buy	31,303 +59	+0.2%	+$5.43K	2.32%	19
2024 Q4	$2.77M	Buy	31,244 +3,551	+13%	+$326K	2.21%	19
2024 Q3	$2.53M	Buy	27,693 +3,503	+14%	+$309K	2.2%	17
2024 Q2	$2.03M	Buy	24,190 +5,702	+31%	+$470K	1.96%	22
2024 Q1	$1.55M	Buy	18,488 +18,319	+10,840%	+$1.48M	1.74%	24
2023 Q4	$13.2K	Sell	169 -111	-40%	-$8.28K	0.02%	95
2023 Q3	$21K	Buy	280 +169	+152%	+$12.6K	0.03%	104
2023 Q2	$8.25K	Hold	111	–	–	0.01%	143
2023 Q1	$8.07K	Hold	111	–	–	0.01%	141
2022 Q4	$8K	Hold	111	–	–	0.01%	150
2022 Q3	$7K	Hold	111	–	–	0.01%	162
2022 Q2	$8K	Hold	111	–	–	0.01%	157
2022 Q1	$9K	Hold	111	–	–	0.01%	177
2021 Q4	$9K	Buy	+111	New	+$8.6K	0.01%	235

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Delos Wealth Advisors's USMV Position: Q1 2026 in Review

Delos Wealth Advisors increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 12% in Q1 2026, buying an estimated $404K and bringing the position to 38,361 shares worth $3.56M. The position accounts for 2.04% of the portfolio, ranked #18.

Delos Wealth Advisors first reported a position in USMV in Q4 2021 and has held it in 18 quarters since. 1,355 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Delos Wealth Advisors held 38,361 shares of iShares MSCI USA Min Vol Factor ETF worth $3.56M as of Q1 2026.
Delos Wealth Advisors bought 4,256 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $404K.
iShares MSCI USA Min Vol Factor ETF made up 2.04% of Delos Wealth Advisors's portfolio in Q1 2026, its #18 holding.
Delos Wealth Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2021 and has held it in 18 quarters since.
1,355 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.